IA
INB

IFP Advisors’s Cohen & Steers Global Income Builder, Inc. INB Stock Holding History

IFP Advisors’s Portfolio INB Stock Details INB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,490
Closed -$26K – 3809
2018
Q4 		$26K Hold
3,490
– – ﹤0.01% 1988
2018
Q3 		$33K Sell
3,490
-817
-19% -$7.78K ﹤0.01% 2155
2018
Q2 		$41K Sell
4,307
-2,359
-35% -$22.2K ﹤0.01% 2045
2018
Q1 		$66K Hold
6,666
– – ﹤0.01% 1648
2017
Q4 		$66K Buy
6,666
+778
+13% +$7.59K ﹤0.01% 1665
2017
Q3 		$57K Hold
5,888
– – ﹤0.01% 1923
2017
Q2 		$56K Buy
5,888
+3,490
+146% +$32.7K ﹤0.01% 1896
2017
Q1 		$22K Hold
2,398
– – ﹤0.01% 2454
2016
Q4 		$20K Sell
2,398
-1,678
-41% -$14.5K ﹤0.01% 2487
2016
Q3 		$36K Buy
4,076
+43
+1% +$389 ﹤0.01% 2020
2016
Q2 		$35K Buy
+4,033
New +$35.4K ﹤0.01% 1985
2016
Q1 		– Sell
-1,547
Closed -$15K – 3799
2015
Q4 		$15K Buy
+1,547
New +$15.4K ﹤0.01% 2356

Other funds holding INB

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

IFP Advisors's INB Position: Q1 2019 in Review

IFP Advisors sold out of Cohen & Steers Global Income Builder, Inc. (INB) in Q1 2019, closing a stake of 3,490 shares — an estimated $26K sold.

IFP Advisors first reported a position in INB in Q4 2015 and held it in 12 quarters. The position peaked at $66K in Q1 2018. 36 funds tracked by Wall St. Rank hold INB as of Q1 2019.

  • IFP Advisors reported no remaining Cohen & Steers Global Income Builder, Inc. position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 3,490 Cohen & Steers Global Income Builder, Inc. shares in Q1 2019, an estimated $26K.
  • IFP Advisors first reported a position in Cohen & Steers Global Income Builder, Inc. in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's Cohen & Steers Global Income Builder, Inc. position peaked at $66K in Q1 2018.
  • 36 funds tracked by Wall St. Rank held Cohen & Steers Global Income Builder, Inc. as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.